Navexa Avis 

I liked the ease of use and the ability to handle the splits and demergers easily.

Price is too high for the features it has to offer

Too much automation, still not set up properly after 3 weeks, shares that l haven’t owned in years showing up in my portfolio. I have more than one share portfolio, how do l set this up??

The first platform I tried was not able to import fees from my exchange API. Navexa did this first time with no problems at all, which resulted in significantly different figures for tax reporting. Their AI help bot is also terrifyingly smart and helpful.

No support.

Tom, head of CS was great to deal with over several days…patient, kind, solution focused, and gave me pertinent information with a quick response time.
I’m not a fan of bots but Tom won me over at Navexa.

Inabilaty to get human help even though your emails to me give me an address that never responds to my problem. The platform itself will be very benificial to me once I get familar with it. example:
Contract Note Import Failed
Your forwarded email with the subject: Bond Wrap – Markets, Trading Flows and Ideas could not be imported.

Failure reason: .

The account this 'refers' to was deleted because I was having so much trouble. I opend a new account with a different and new forwarding navexa address and today this appeared. no reference to my bonds is in my forwarding for the current subscription account.
Iv'e only just started with this platform and I'm trying to learn via uTube and other. I have spent hours trying to deal with some things using your AI. My brain is not geared the same way an accountant's brain is geared, I have to learn and I need help in several areas. 'Bonds' is one area you don't cover yet the same way you do with say ETF's. My contract notes are not auto updating but I think that is because I did not 'save' . I had two trades overnight and I added them manually and altered the auto import by 'saving' so I haope that now works. Your platform has a LOT of merit but being able to contact a human would help. I note that Irene Zhu never seems to have any trouble contacting you. BTW date of experience is about 8 weeks of pain.

Problems in automated connection with brokers accounts.

I like the ease of use, the interaction with my broker transactions and how I can assess performance of my portfolio over discrete time periods. To me this is a huge advantage over my excel spreadsheets or my brokers spreadsheet which only compare to purchase price.

I have been (and still am) a Sharesight user - both platforms have their own features - i find Navexa a much more useful tool for the individual investor - Navexa is all about maximising one's portfolio returns rather than just reporting on the content (something Sharesight does very well)

Terrible software. Wouldn’t connect to brokers at all. Customer service is just an ai bot. Scam software stole my money and false advertising

I created three portfolios for the family and have just completed this year's tax returns. Have used the help support and all positive so far

Very easy to input trades direct from multiple accounts.

Happy with the service, thank you

Online help, has been very good as I have setup system.

⭐⭐⭐⭐⭐

I’ve been using Navexa Portfolio Tracker for several years now and I’m genuinely impressed. The platform delivers exactly what it promises: clear, precise tracking across all my investments — stocks, crypto, managed funds — plus SMSFs and trusts. What sets it apart is how easy it is to see why my portfolio is performing the way it is: performance drivers, income, gains/losses, diversification, and currency effects are all laid out in a way that makes sense.

The tools for tax reporting are outstanding. As someone who used to dread tax season, the automated capital gains and dividend reports save me so much time (and mental energy).

On top of all that, the customer support is excellent. Fast responses, helpful, friendly — they don’t just fix issues, they care.

If you’re serious about managing your wealth — whether one portfolio or many — Navexa gives you the clarity and control you need. Highly recommend!

Navexa user since inception 😁

It has been great so far

I have just started using the system and it gives a fantastic overview to your position and how you are tracking with your investments.

I recently imported five portfolios into Navexa to test it out during its trial period. It did a good job of identifying errors during the import process, and the CSV import went smoothly.

Once the data was imported, I liked the layout and features. In my case, I’ve been searching for a tool that breaks out capital gains and dividend income, and computes the average share price across multiple portfolios. Navexa’s group feature solved these challenges for me.

My only concern going into the trial was the pricing model. While $25 AUD per month for one to three portfolios seemed fair, the $40 fee for up to 10 portfolios was a bit steep. I wasn’t sure if there was a workaround in Navexa that would allow me to consolidate my holdings into one to three portfolios, but after a few days, I realized that wasn’t possible. I’ll end up with eight or nine portfolios.

As a couple in Canada, it’s common for each of us to have an RRSP, TFSA, LIF/LIRA, and possibly a Spousal RRSP and a bond portfolio. Our portfolios range in size from one holding to 16 holdings each. In total, I’m only managing 30-35 distinct holdings across those eight portfolios, but that places me in an upper pricing tier at $40 AUD.

After a couple of days setting it up, I’m going to abandon my trial and go back to my spreadsheet, Google Portfolio, and coffee. I’ll dream of the day when $40 per month doesn’t seem like a lot of money to spend on what is otherwise a pretty decent tool.